The Commerce decision in the Auxin case today makes it clear that the current solar supply chain is deeply challenged. We need to accelerate investments in solar manufacturing in low-carbon economies to build out a better solar supply chain. PV purchasers like Lightsource bp, D. E. Shaw Renewable Investments, L.L.C. and Silicon Ranch Corporation are demonstrating the important role buyers play in accelerating the build out of this more diverse, resilient solar supply chain. Buyers can send a powerful market signal through long-term supply agreements with low-carbon manufacturers to help ensure the development of robust PV manufacturing capacity for the future.
December 2nd, 2022